Mckenzie
Ebbesen

Bason Asset Management

CRD#5482156
Investment Advisor
in Denver, CO

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About this Advisor

Mckenzie Ebbesen is a financial advisor based in Denver, Colorado, working with Bason Asset Management. Mckenzie has previously held positions at Raymond James Financial Services, M.J. Smith & Associates, Kaplan Financial, Hightower Securities, LLC, and Bason Asset Management, LLC. Mckenzie has passed the Series 63 regulatory exam and is registered to provide services in Texas and West Virginia. Currently, Mckenzie is part of Bason Asset Management, which operates out of Denver, Colorado. The firm has 2 offices and 2 employees. The firm manages assets totaling $618.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Bason Asset Management includes fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Fixed Fees

Office Location

355 S. Teller St. Suite 200
Denver, CO 80226

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Bason Asset Management Brokerage Details

Total Assets Under Management

$618,161,736

CO Average: $2,349,664,866
Total Number of Employees

2

CO Average: 28
Total Number of Accounts

723

CO Average: 1,101
Average Account Size

$854,995

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Mckenzie Ebbesen Work History

2018 - Present (6 years)

Bason Asset Management, LLC

2018 - 2018 (< 1 year)

Hightower Securities, LLC

2017 - 2017 (< 1 year)

Kaplan Financial

2012 - 2017 (5 years)

Raymond James Financial Services

2012 - 2017 (5 years)

M.J. Smith & Associates

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mckenzie Ebbesen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bason Asset Management

Mckenzie Ebbesen
Denver, CO
James Osborne
Denver, CO

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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